Prospect Manager CRM
£20.00/mo+
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Prospect Manager CRM

Manage your sales funnel simply using the in-built prospect management app.

by REC+

What This Does

Add, track and manage your sales prospects simply and effectively, fully integrated with your website so that you can access user records and send emails through Email Manager.

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Charges & Installation

Software

The software is made available to REC+ users under our normal terms and conditions on a monthly subscription basis from £20+VAT/user.

NB Email Manager is a separate service.

Installation

We will help you set this feature up for £179+VAT.

Ongoing REC+ Support & Maintenance Charges

Support and maintenance is included within the monthly subscription charge.

Integration

This integrates with your existing REC+ website or can be used standalone for non-REC+ websites.

Automation

This automates the processes for forecasting when revenues are expected, sending reminders to sales agents, keeping executives and managers informed of changes in the progress of a prospect and alerting agents when a prospect opens quotations. Prospect Manager can be fed from Form Builder so that enquiries taken from forms on your web pages can automatically create users and prospects for sales staff to followup.

Freshdesk Documentation

Click here to go to the article on Freshdesk

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